Prospecting & Lead Generation
• Prospect into assigned healthcare accounts and target organizations.
• Conduct outbound prospecting through cold calling, email campaigns, LinkedIn outreach and other approved channels.
• Follow assigned account and contact lists while identifying additional opportunities within target accounts.
• Build and maintain a healthy prospect pipeline.
Qualification & Meeting Generation
• Qualify prospects against established Ideal Customer Profile (ICP) criteria.
• Identify business challenges, decision-making processes and potential opportunities.
• Engage and build relationships with C-suite and executive stakeholders including CEOs, CFOs, COOs, Practice Administrators, Revenue Cycle Leaders and Operations Executives.
• Deliver introductory presentations and articulate the organisation's value proposition.
• Address initial questions, objections and concerns from prospects.
• Schedule qualified meetings and teleconferences for Sales Executives, VP – Business Development or leadership team members.
Sales Process Execution
• Follow approved sales scripts while adapting conversations naturally to prospect needs.
• Execute consistent follow-up sequences to maximize engagement.
• Maintain detailed records of all outreach activities, conversations and next steps.
• Ensure accurate and timely CRM updates.
Reporting & Performance Management
• Maintain complete and accurate activity tracking in HubSpot, Salesforce or other designated CRM platforms.
• Submit daily activity updates and call reports at end of shift.
• Provide weekly pipeline, meeting and performance reports to the Team Leader.
• Participate in start-of-shift and end-of-shift scrums, one-on-ones and coaching sessions.
• Track progress against established KPIs and sales objectives.
Compliance & Data Handling
• Adhere to HIPAA, data privacy, information security and internal compliance requirements in all prospect communication and data handling.
• Comply with U.S. outbound calling and email regulations and approved outreach cadences.
